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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,393 | $91,537-48.2% | $130,045-63.6% | $75,173-37.0% |
| Participation rate | 35.9% | 71.5%-35.5pp | 78.5%-42.6pp | 67.2%-31.3pp |
| Annual return | 18.42% | -631.55%+650.0pp | -137.30%+155.7pp | 160.72%-142.3pp |
| Employer contribution / active EE | $928 | $2,845-67.4% | $4,321-78.5% | $2,671-65.3% |
| Participant deferral / active EE | $1,464 | $4,343-66.3% | $5,820-74.9% | $4,126-64.5% |
| Admin fee / account holder | $685 | $6,780-89.9% | $10,600-93.5% | $5,651-87.9% |